Wills & Living Trusts
How to Help Avoid the 10 Most Common Estate Planning Mistakes.
Tuesday, April 16th
5:30 PM
Thursday, April 18
5:30 PM
The Brecksville Community Center
1 Community Drive
Brecksville, OH 44141
Your Hosts
Jim Lineweaver, CFP®, AIF®, President & Financial Advisor, Lineweaver Financial Group
Ryan Sowards, Financial Advisor, Lineweaver Financial Group
Dan Baron, Attorney, Baron Law LLC.
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Lineweaver Financial Group. Experience You Want. Answers you Need.SM Since 1993
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Lineweaver TV / Media
Jim Lineweaver, CFP®, AIF® is a Certified Financial Planner Professional with over a quarter century of experience advising private and corporate clients. He has appeared regularly in the media, including television programs such as the Golden Opportunities show on WKYC Channel 3, and NewsNet 5's "WealthWATCH" segment.
Currently, Jim appears every Sunday as the Financial Quarterback on Fox 8, just before the 10 AM news with Chris Wallace. We invite you to view some of Jim's past segments here.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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